Get organized before you sit down with your CPA or tax professional. Log expenses, check the 7.5% AGI threshold, and produce a clean summary.
| A | B | C | |
| 1 | Schedule A Prep Worksheet | ||
| 2 | Get organized before you sit down with your tax professional. | ||
| 3 | |||
| 4 | YOUR PROFILE · fill in the yellow cells | ||
| 5 | Your Full Name | ||
| 6 | Tax Year | ||
| 7 | Filing State | ||
| 8 | Filing Status | ||
| 9 | Adjusted Gross Income (AGI) | ||
| 10 | 7.5% AGI Threshold | — | Auto-calculated: AGI × 7.5% |
| 11 | |||
| 12 | IMPORTANT NOTES | ||
| 13 | · This worksheet is for organizational purposes only. It does not provide tax advice. | ||
| 14 | · The 7.5% AGI threshold is calculated for reference. Your CPA or tax professional determines actual deductibility. | ||
| 15 | · Keep all receipts and documentation. Your CPA or tax professional may request them. | ||
| 16 | · IRS medical mileage rate for 2026 is $0.205 per mile. Confirm the current rate with your CPA or tax professional. | ||
| 17 | Gluten Hero is a financial tracking and planning tool. It does not provide tax, legal, or medical advice. Always confirm details with official resources and qualified professionals. | ||
| 18 | © Gluten Hero LLC. All rights reserved. · glutenhero.net · glutenhero.app | ||
| A | B | C | D | E | F | G | H | |||
| 1 | Medical Expenses Log | |||||||||
| 2 | Log every out-of-pocket medical expense for the tax year. | |||||||||
| 3 | OOP = Total − Insurance Paid (auto-calculated). Log doctor visits, prescriptions, lab work, insurance premiums, mileage, and equipment. See IRS Publication 502. | |||||||||
| 4 | YOUR RUNNING TOTAL | |||||||||
| 5 | Total Out-of-Pocket Expenses | $0.00 | ||||||||
| 6 | ||||||||||
| 7 | LOG YOUR EXPENSES | |||||||||
| 8 | Date | Provider | Category | Description | Total | Ins. Paid | OOP | Month | ||
| The Out-of-Pocket column is what counts toward Schedule A. If insurance covered part of it, enter only what you paid. Keep receipts for everything. | ||||||||||
| Gluten Hero is a financial tracking and planning tool. It does not provide tax, legal, or medical advice. Always confirm details with official resources and qualified professionals. | ||||||||||
| © Gluten Hero LLC. All rights reserved. | ||||||||||
| A | B | C | |
| 1 | Schedule A Summary | ||
| 2 | Print or share this tab with your CPA or tax professional. | ||
| 3 | This summary is for review by your CPA or tax professional before filing. This is not tax advice. | ||
| 4 | |||
| 5 | PATIENT INFORMATION | ||
| 6 | Name | — | |
| 7 | Tax Year | — | |
| 8 | Filing Status | — | |
| 9 | State | — | |
| 10 | |||
| 11 | YOUR TOTALS | ||
| 12 | Total Out-of-Pocket Medical Expenses | $0.00 | |
| 13 | Your AGI | — | |
| 14 | 7.5% AGI Threshold | — | |
| 15 | Potential Amount Above Threshold | — | |
| 16 | |||
| 17 | This summary was generated by the Gluten Hero Schedule A Prep Worksheet and is intended for review by your CPA or tax professional before filing Schedule A. Gluten Hero does not provide tax advice. The threshold calculation above is a reference estimate only. Your CPA or tax professional determines actual deductibility based on your complete tax situation. Keep all receipts and documentation. | ||
| 18 | Gluten Hero is a financial tracking and planning tool. It does not provide tax, legal, or medical advice. Always confirm details with official resources and qualified professionals. · © Gluten Hero LLC. All rights reserved. | ||
| A | |
| 1 | Got Celiac? You Need More Than This. |
| 2 | This worksheet is solid. Gluten Hero is automated. |
| 3 | |
| 4 | This worksheet is generic. Celiac is not. |
| 5 | This worksheet works for any household tracking medical expenses for Schedule A. But if you or someone in your family has medically diagnosed celiac disease, you are leaving real money out of this spreadsheet. The cost premium of gluten-free groceries is a Schedule A medical expense most CPAs do not even know to ask about. Gluten Hero tracks it automatically, store by store, item by item, and bundles it into a CPA-Ready Report at year end. |
| 6 | |
| 7 | What Gluten Hero adds |
| 8 | ✓ Automatic gluten-free grocery cost premium tracking |
| 9 | ✓ Mobile-first app that takes 60 seconds per shopping trip |
| 10 | ✓ Receipt photos stored alongside every entry |
| 11 | ✓ Medical mileage log with the IRS rate baked in |
| 12 | ✓ CPA-Ready Report exported as a structured PDF |
| 13 | ✓ Reports ready for your CPA or tax professional to review before filing Schedule A |
| 14 | |
| 15 | Become a Founding Member · $79/year, locked for 3 years · glutenhero.net/founding-member |
| 16 | Gluten Hero is a financial tracking and planning tool. It does not provide tax, legal, or medical advice. Always confirm details with official resources and qualified professionals. |
| 17 | © Gluten Hero LLC. All rights reserved. |